Overview

• Ipswich Investment Management increased its Texas Pacific Land holdings by 290 shares in the second quarter, a 6.8% rise to 4,535 shares, according to its SEC disclosure.
• The position ranks as Ipswich’s 27th-largest holding, underscoring that the move was small in absolute terms despite the positive direction.
• Company commentary from the latest earnings emphasized resilience to commodity price swings and expressed confidence that the Permian Basin still has a long runway of untapped reserves.
• Coverage highlights TPL’s reported five-year outperformance of about 458.49% versus the market and its profile as a Texas-based land and water services owner founded in 1888.
• Additional analysis notes more than 880,000 Permian acres, very high margins with minimal debt, rapid growth in the water business, and valuation metrics near 46x P/E and 34x EV/EBITDA, while some reports also promote alternative AI stock ideas.